United Bank
123 holdingsFiling period: 2026-06-30Current AUM: $346.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XLK | Select Sector Spdr TR | 84.4K | $16.1M | $16.1M | 4.66% | +991 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 44.3K | $15.8M | $14.4M | 4.16% | -581 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 47.9K | $13.9M | $16.5M | 4.76% | -386 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 66.2K | $13.3M | $14.3M | 4.12% | +214 | 2026-06-30 |
| 5 | NFRA | Flexshares TR | 191.0K | $12.2M | $12.2M | 3.52% | +7.2K | 2026-06-30 |
| 6 | IJH | iShares TR | 137.2K | $10.6M | $10.1M | 2.91% | +51.5K | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 44.2K | $10.5M | $11.2M | 3.25% | -320 | 2026-06-30 |
| 8 | GUNR | Flexshares TR | 210.2K | $10.4M | $11.3M | 3.27% | -1,086 | 2026-06-30 |
| 9 | HYGV | Flexshares TR | 250.1K | $10.1M | $9.7M | 2.80% | +8.2K | 2026-06-30 |
| 10 | AMD | Advanced Micro Devices Inc | 17.0K | $9.9M | $9.8M | 2.84% | -733 | 2026-06-30 |
| 11 | JPM | JPMorgan Chase & Co | 28.3K | $9.3M | $9.6M | 2.78% | -226 | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 23.7K | $8.8M | $12.6M | 3.63% | -1,535 | 2026-06-30 |
| 13 | KO | Coca Cola Co | 92.6K | $7.5M | $8.5M | 2.45% | +1.4K | 2026-06-30 |
| 14 | SCHD | Schwab Strategic TR | 222.8K | $7.1M | $7.8M | 2.26% | +6.9K | 2026-06-30 |
| 15 | IVW | iShares TR | 41.5K | $5.7M | $5.8M | 1.68% | -3,663 | 2026-06-30 |
| 16 | COST | Costco Wholesale Corporation | 6.0K | $5.7M | $5.9M | 1.72% | +30 | 2026-06-30 |
| 17 | SO | Southern Co | 56.5K | $5.4M | $5.2M | 1.49% | +1.2K | 2026-06-30 |
| 18 | CAT | Caterpillar Inc | 4.9K | $5.3M | $3.5M | 1.02% | +32 | 2026-06-30 |
| 19 | IJR | iShares TR | 33.2K | $4.9M | $4.6M | 1.34% | +26 | 2026-06-30 |
| 20 | AVGO | Broadcom Inc | 11.9K | $4.5M | $4.2M | 1.20% | +2.8K | 2026-06-30 |
| 21 | META | Meta Platforms Inc | 7.9K | $4.5M | $4.9M | 1.40% | -278 | 2026-06-30 |
| 22 | VTV | Vanguard Index Fds | 20.2K | $4.4M | $4.6M | 1.32% | -158 | 2026-06-30 |
| 23 | MA | Mastercard Incorporated | 8.5K | $4.4M | $5.2M | 1.50% | +147 | 2026-06-30 |
| 24 | PANW | Palo Alto Networks Inc | 12.4K | $4.2M | $4.9M | 1.41% | -966 | 2026-06-30 |
| 25 | XLE | Select Sector Spdr TR | 78.0K | $4.1M | $5.3M | 1.54% | +4.4K | 2026-06-30 |
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